Pick the agents that match your work
Not every agent fits every org. We build the right ones for you and skip the rest. The sectors each agent ships into are listed on the card.
Donor Engagement Agent
Writes personal donor outreach using your CRM history and gift records.
Cuts the time staff spend on first-draft emails by 60 to 70 percent. Keeps the voice on-brand.
Member Services Agent
Answers member questions right away. Hands off to staff for anything outside its limits.
Cuts routine member email by 40 to 60 percent. Frees staff for the work that matters.
Client Intake Agent
Runs intake interviews, captures conflict-check details, and builds a clean matter file.
Turns 45 to 60 minutes of intake admin per matter into a 10-minute review and confirm.
Member Concierge Agent
Books reservations, shares club events, and handles routine requests by text or app.
Gives members 24/7 concierge help without adding front-desk headcount.
RFP Triage Agent
Reads inbound RFPs, pulls out the requirements, scores fit against your wins, and drafts a go or no-go memo.
Turns 4 to 6 hours of RFP triage into 20 minutes of review.
Grant Prep Agent
Drafts grant narratives from past submissions, program data, and the funder's stated criteria.
Cuts first-draft grant time in half. Keeps every claim sourced and defensible.
IT Triage Agent
Sorts inbound IT tickets, suggests fixes from your runbook, and sends only the hard ones to people.
Resolves 25 to 40 percent of Tier 1 tickets with no technician needed. Speeds up the rest.
Finance Close Agent
Matches transactions, flags differences, and drafts close-cycle notes for finance to review.
Shrinks monthly close from 5 days to 2 or 3 for orgs under 250 people.
Admissions Coach Agent
Guides students and families through admissions, with FERPA-aware limits built in.
Lifts applicant conversion and family satisfaction without growing the admissions office.
Meeting Summary Agent
Writes action-item-first summaries of leadership and board meetings minutes after they end.
Turns 45 to 90 minutes of note assembly into a same-hour summary.
Board Prep Agent
Builds board pre-read packets from your financials, program reports, and past board materials.
Cuts board-prep time for the ED or CEO by 40 to 60 percent. Keeps every figure sourced and audit-ready.
Your bundle builds them. Managed Claude runs them.
Ready-made does not mean prefab. Each agent is set up for your data, your tone, and your workflows in your Claude bundle. Then optional Managed Claude keeps it tuned and watched.
Your Claude bundle: build and adopt
A flat-fee rollout that scopes, builds, and trains your team on the agents and Skills that fit your work.
See the bundles →Managed Claude: run it
Optional monthly care: usage and cost reports, right-sized seats, audit reviews, and a quarterly tune-up of every agent.
See Managed Claude →
Not sure which agents fit?
Take the AI Readiness quiz. Three minutes, a tailored pick, and a one-click intake when you are ready.